Plan Snapshot
- Plan Sponsor: Outreach Corporation
- Sponsor EIN: 450914779
- Sponsor Address: 333 ELLIOTT AVE W., SEATTLE, WA, 98119
- Plan Type: 401(k)
- Total Participants: 489
- Total Assets: $46.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 489 | $46.6M | $0 | $7.1M |
| 2023 | 636 | $44.1M | $0 | $10.0M |
| 2022 | 940 | $32.5M | $0 | $11.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| USI ADVISORS INC | ADVISOR | $36,411 | — | $36,411 |
| VWC, P.S. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,411
- Estimated Expense Ratio: 0.078% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $19,200 | $39,534 | — | — | — |
| 2023 | $37,854 | $27,216 | — | — | — |
| 2022 | $63,100 | $44,110 | $18,990 | — | — |